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Tyler Conley | Sep 20, 2022

Let’s Talk About Estate Planning

Estate Planning
Retirement

For some, one of the least enjoyable topics to discuss is what to do with your earthly things when you’re gone. This can include your personal belongings, money

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David Larson | Sep 19, 2022

How to Retire from a Large Corporation #4: Social Security. How to Get the Numbers

Retirement Planning

Are you like many people we know in Harrisonburg and in Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity

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David Larson | Sep 12, 2022

How to Retire from a Large Corporation #3: Three Key Numbers

Retirement Planning

Are you like many people we know in Harrisonburg and in Rockingham County who are excited about their retirement years, but are overwhelmed by the complexity

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David Larson | Sep 6, 2022

How to Retire from a Large Corporation #2: Ten Plus Years Away from Retirement? Know these Numbers Now

Retirement Planning

Are you like many people we know in Harrisonburg Virginia and in the Shenandoah Valley who are in their prime working and income earning years? Are you doing

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David Larson | Aug 22, 2022

How to Retire from a Large Corporation #1: When Should You Retire?

Retirement Planning
Retirement-Planning
Tax Planning
Taxes

The former United States Secretary of State, Henry Kissinger, once stated:

“If you do not know where you are going, every road will get you nowhere.”

Are

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Opportunity in Volatile Markets - Sunshine in Clouds
Matthew Gray | Jul 12, 2022

Opportunity in Volatile Markets

Understanding-Fees
Education
Retirement-Planning
Estate Planning
Tax Planning
Taxes

Growing up in a house with my mom and three sisters, I quickly learned the importance of buying on sale. 

It’s a great feeling to find that nice jacket or

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When You Shouldn't Hire an Advisor
Matthew Gray | Jun 16, 2022

When You Shouldn't Hire an Advisor

Financial Tips
Financial Planning

Should I hire a financial advisor? 

Many people toss this question around, wondering if someone in their situation would benefit from the services of an

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Matthew Gray | Jun 13, 2022

How Tape Fixes Your Estate Plan

Estate Planning

I mean literally. No analogies or poetic parallels here.

Let’s face it, family disagreements can get stickier than flypaper. This is compounded when people

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Matthew Gray | Dec 14, 2021

Regrets - How to Avoid Regrets in Retirement

Retirement-Planning
Financial Planning
Education

Regrets.

We all have them. 

Looking back, there are many things we would have done earlier, sooner, or differently. In fact, you likely have already

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Matthew Gray | Oct 28, 2021

Financial Planning - Why You Shouldn't Wait to Ask for Help

Financial Planning
Retirement
Retirement Planning

The sirens are blaring.

Brakes screech as cars hastily pull to the side of the road to get out of the way of the oncoming ambulance. With lights flashing

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David Larson | Aug 24, 2021

What Do Q-tips and Mutual Funds Have in Common?

Retirement
Retirement-Planning
Investments

I love reading labels on just about everything I buy.  Maybe the habit started when I was a kid, looking for the toy that would come in my box of Cracker Jacks

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Matthew Gray | Jun 29, 2021

Manure Happens

Retirement Planning
Retirement-Planning
Retirement
Investments

Manure Happens.

This PG-rated sign I saw at the Cracker Barrel made me laugh out loud! As we say down in Carolina country, “Ain’t that the truth!” 

Though

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